Your clients are telling you what they need next on every call. Most firms never hear it, because the notes go somewhere nobody reads.

Episode 94 features Camden Bean, CEO and co-founder of Ping, AI built only for accounting firms. Camden is the son of a CPA, worked with accounting firms at Divvy (later acquired by BILL), and helped raise and run a $100M early-stage venture fund before leaving to build Ping. Recorded live at Bridging the Gap, this is the show's first in-person episode, and Randy Crabtree , CPA and co-founder of Tri-Merit, pulls up a chair halfway through to become our first two-time guest.

What you will take away:

1. Why note taking is "the very bottom" of what AI can do for your firm, and how meeting and email data can surface upsell and cross-sell opportunities your staff would miss.

2. Why "advisory" is too broad to sell, and how a specific playbook (like a sales tax practice built on tools like Zamp or Kintsugi) turns it into a real offer.

3. How to actually find advisory clients: Randy's relationship-first approach and Camden's top, middle and bottom of funnel view, where it all starts with new leads.

Camden also shares how a jacket covered in ping pong balls got him escorted out of Intuit Connect, why Ping said no to every industry except accounting, and his advice for firm owners tired of AI hype. Randy explains the one mistake he made when he started his first firm, and the simple phone test for spotting your ideal client.

Eliminate, automate, delegate.

Connect with Camden:

LinkedIn: https://www.linkedin.com/in/camden-bean

Ping: https://www.pingassistant.com

Connect with Randy:

LinkedIn: https://www.linkedin.com/in/randy-crabtree-cpa-1945a67/

Tri-Merit: https://tri-merit.com

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